Iams Wealth Management’s PepsiCo PEP Stock Holding History

Iams Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Buy	9,437 +1,303	+16%	+$195K	0.38%	77
2026 Q1	$1.26M	Sell	8,134 -1,002	-11%	-$156K	0.44%	70
2025 Q4	$1.31M	Sell	9,136 -553	-6%	-$81.3K	0.47%	69
2025 Q3	$1.36M	Buy	9,689 +466	+5%	+$66.5K	0.55%	58
2025 Q2	$1.22M	Buy	9,223 +143	+2%	+$19.3K	0.56%	59
2025 Q1	$1.36M	Buy	9,080 +1,411	+18%	+$210K	0.62%	58
2024 Q4	$1.17M	Buy	7,669 +971	+14%	+$159K	0.53%	56
2024 Q3	$1.14M	Buy	6,698 +265	+4%	+$45.5K	0.56%	59
2024 Q2	$1.06M	Buy	6,433 +217	+3%	+$37.5K	0.58%	55
2024 Q1	$1.04M	Buy	6,216 +712	+13%	+$120K	0.63%	55
2023 Q4	$935K	Sell	5,504 -282	-5%	-$46.8K	0.6%	56
2023 Q3	$980K	Buy	+5,786	New	+$1.05M	0.68%	51
2023 Q2	–	Sell	-4,822	Closed	-$900K	–	202
2023 Q1	$872K	Buy	4,822 +1,717	+55%	+$300K	0.72%	52
2022 Q4	$561K	Buy	+3,105	New	+$554K	0.57%	59

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Iams Wealth Management's PEP Position: Q2 2026 in Review

Iams Wealth Management increased its PepsiCo (PEP) stake by 16% in Q2 2026, buying an estimated $195K and bringing the position to 9,437 shares worth $1.28M. The position accounts for 0.38% of the portfolio, ranked #77.

Iams Wealth Management first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.36M in Q1 2025. 3,401 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Iams Wealth Management held 9,437 shares of PepsiCo worth $1.28M as of Q2 2026.
Iams Wealth Management bought 1,303 PepsiCo shares in Q2 2026, an estimated $195K.
PepsiCo made up 0.38% of Iams Wealth Management's portfolio in Q2 2026, its #77 holding.
Iams Wealth Management first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's PepsiCo position peaked at $1.36M in Q1 2025.
3,401 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.